The Staff > CEO > Board Relationship: A Matter of Perspective

Last week I wrote about the association CEO’s unique position in governance, situated as it is between professional staff and voluntary directors/leaders. That focused on the CEO’s role in advancing a culture of stewardship at both the staff and voluntary levels. I received numerous comments from CEO colleagues who agreed with everything I said but raised a slightly different and potentially more problematic set of circumstances surrounding board/staff roles. (And I heard more than one horror story about where, in their experience, things went bad, in one case to the point of nearly costing the CEO their job.)

The basic principle is straightforward: the CEO is responsible to the board; all other staff are responsible to the CEO. Staff performance is itself a part of the accountability that the CEO has to the board. 

Most often, all staff hiring, firing, promotion, and compensation decisions are explicitly and specifically delegated exclusively to the CEO in his/her contract. And frankly, in my own experience, I have been pretty impressed by how seriously boards have shown respect for that separation of authority. They understand why it’s so important: the board can’t hold the CEO accountable for staff performance if the board is meddling in the CEO’s autonomy to exercise the authority necessary to building and maintaining a high-performing staff. 

Pretty straight forward in principle. But as my peers’ reactions to that column demonstrated, not always so clear in practice.

The Board’s Limited Perspective of Staff

Where the challenge can arise is a matter of the board’s limited perspective of staff.  Some staff positions are more member-facing than others. These are the staff members that voluntary leaders see and interact with directly. They have direct evidence of how well or how poorly such staff are performing those portions of their responsibilities that are visible to them. The problem is, they are forming a judgement based on only a limited perspective of that staff member. And they only see the pieces that touch them

Who Goes Unnoticed?

It’s why I always get so uncomfortable when the board wants to publicly recognize a member of staff for a job well done, even when such recognition is richly deserved. Now, I am all for recognizing and celebrating individual staff everywhere and in every way that it can be done. But when the board or a committee wants to single out the director of meetings for a successful conference, or the director of credentialling for the successful launch of a new certification, or the director of government relations for a legislative win, this can potentially set off negative ramifications elsewhere in staff. 

The board isn’t wrong in perceiving and wanting to acknowledge the performance of a staff member they work with directly. But they can only recognize the performance of the staff members they actually see. Who else goes unnoticed?  There are always others, in less directly member-facing roles who may have contributed as much or more to the accomplishment being recognized. 

There are also staff members whose roles are no less critical to the organization but are largely invisible to voluntary leaders. The only way they will ever come to the board’s attention is if something goes horribly wrong. 

When any staff member who had a material role in the success the board is celebrating are left out of recognition, and whenever a staff member or department feels unrecognized, they feel demotivated, unappreciated, and marginalized.

What Aspects of Even the Staff Members They See Are Hidden from Them?

And my colleagues pointed out an even worse case but not entirely uncommon scenario. There is a staff member the board or committee works with closely and continuously over a long period of time. That staff member is exceptional in the level and quality of support they provide the board or committee. Personal relationships are built. 

But they are seeing only the piece of an iceberg that is above the water. 

What if there are other, legitimate performance, skill, or behavioral issues going on underneath? 

Generally, these issues are minor and manageable. They might be uncomfortable and difficult for the CEO but buckle up. They can and need to be addressed. Most often, with a competent CEO, they are.

An Admittedly Extreme Example

But one particularly egregious case shared with me concerned a staff liaison who was truly extraordinary in meeting the member-facing aspects of his job. An absolute super star. But hidden from the voluntary component he supported were deeply problematic performance issues vis-à-vis this individual’s interactions with other staff. Persistent patterns of behavior that were contrary (and corrosive) to staff values and culture. And at so serious a level that other staff found ways to work around him rather than try to deal with him directly. He was that toxic an employee. 

As the CEO who shared this story put it to me, she had gone to great lengths to coach and develop the employee, providing training and support and encouragement that would allow him to correct his deficiencies and be truly successful at all levels of his job. She admitted that she went above and beyond the lengths she would have gone to with a staff member in a less member-facing role. Still, the employee’s behavior truly rose to a level where dismissal was warranted. But, my CEO colleague added, “how could I fire an employee so universally beloved by every member of leadership he ever supported?” 

Of course, one extreme case does not generalize to the commonplace. But it underlines the critical necessity for the CEO to cultivate a level of awareness, appreciation, and understanding by the board and other voluntary leadership that every staff member is an iceberg and they only see the piece above the water.

Building a Foundation of Trust

This is a matter of appreciating not just the principle at work but earning a solid relationship of trust by the board in the CEO’s judgement sufficient to weather the hopefully rare occasions when such a degree of trust is needed. Despite the cognitive dissonance between what the voluntary leader sees in the employee and the actions the CEO takes, do they have enough confidence in the CEO to accept on faith that he or she knows what they are doing, and that it is truly in the best interests of the organization?

As a CEO, by the time you are in the difficult situation, it is too late. Trust needs to be earned and banked before you need to rely upon it.

Disclaimer

The ideas contained here are my own. I do not speak for any organization or company.

AI was used to generate the image accompanying this post. I do NOT use AI to research, generate or edit drafts. 

Adaptive Leadership: It Will Never Be One-and-Done

I had the opportunity today to participate in a very stimulating ASAE Academy session on “The Adaptive Leader.” Some thoughts emerged …

To start with a statement of the obvious: organizations are more than their structured resources. They’re made up of people. And no matter how clear the mission and how abundant or well managed the systems and resources (financial, human, intellectual property, technology), it all is for naught if the people aren’t effectively supported, empowered, and engaged within the workplace.  

But people are complicated. They can’t be systematized. 

That challenge is not new, it’s just most severe today.

The session pointed out that, currently, there are five generational cohorts in the workforce. Now I am personally skeptical about generational categorization. I think length of experience in the workforce is a more determinative factor than year of birth. But the two things do largely correlate, so maybe that’s just semantics. My only caveat is that while any system of categorization can provide context, all are prone to over generalization. None provide an adequate and reliable solution that can be rigidly and uniformly applied to the leadership dilemma. 

So, regardless of how you categorize in order to try and understand them, there are many varieties of life experience in your workforce today. Each brings different needs, expectations and preferences to their role.

One thing is common to ALL of them: they are all coexisting in a workforce struggling to adapt to massive, recent disruptions that haven’t been fully resolved in an environment that continues to face new disruptions at a rapid and unrelenting pace. Things aren’t going to settle down and provide us more certainty any time soon.

There are the obvious external disruptions, from technology (including but not limited to AI), to changing market conditions and business imperatives, and combustible societal and political factors.

But many associations are all still coping with even the basics: an incomplete adaption to a post-COVID workplace and lack of comprehensive agreement on how we are meant to work today. And just as with generational categorization, here we are equally prone to oversimplify: is the “right” approach work from home, return to the office, or hybrid? And while hybrid seems to be the golden mean, exactly what hybrid form, structure, and processes are meant to apply eludes any clear and universally applicable judgment. Flexibility is desirable, but how flexible can we be, and meet both individual and organizational needs? There is no one right way, and many associations are still struggling to find theirs.

So we’re trying to get things right in unsettling and uncertain times. That is not a condition that is conducive to getting the best from people. 

To be sure, what we see in the workplace today is just the latest phase in a decades-long evolution from hierarchical, rigid structures of direct authority to more flat, collaborative hierarchies. In that sense, none of this is new.

But we are experiencing it in a particularly acute moment of disruption and uncertainty.

It is all happening so fast and on a massive scale.

The seminar left me with two, overarching take-aways;

  1. This isn’t going to be solved in a one-and-done manner. We all hunger for a fix that will last at least as long as the models they replace. But it won’t be that simple. It is a truism only because it is true: our only constant is change. We need to be adaptive today, tomorrow and consistently into the future. And the future is coming at us faster than ever.
  2. Senior management needs to be humble and self-aware. Staff is looking to us for a degree of clarity and certainty that, frankly, we cannot provide for them. While, with maturity, we may have a higher tolerance for ambiguity, senior management is also struggling to find the right norms of operation as a team themselves. And we are people too, just as vulnerable to doubts and uncertainty as people are in the structures lower down in the overly simplified concreteness intended to be conveyed in an organizational chart. 

But as leaders something more is called for from us. What we are called to do is approach these conditions with a reality-based, but constructive and positive attitude. Not naïve sophistry, but not defeatism either. Acknowledge rather than downplay or dismiss the validity of what people are feeling. But also act in firm assurance that, while we don’t have absolute answers to all their concerns now, this is solvable. 

That solution won’t come as edicts from on high; they will have to be crafted collectively. Something is called for from every member of staff, not just the c-suite. But the promise of reward is there.

Oh, and then there is the dynamic of effective leadership as a staff and the contiguous dynamic of effective leadership from voluntary governance.

It should be fun. It is certainly a challenge. 

While generative AI has been used to create the accompanying graphic, I do not use AI tools in composing the content.

Why these things matter

Get involvedChances are that if you are reading this, you consider yourself an association professional and you appreciate the tremendous good that associations do for society. You are probably also concerned about some of the issues impacting associations, and maybe even support advocacy by groups like ASAE to address them.

But do you ever involve the boards and membership of your own association in these matters?  Probably you consider these issues too much “inside association baseball” for that.

But wait a minute.  If your association’s ability to interact with the agency that regulates your members were curtailed, wouldn’t that have an impact on your association’s ability to meet your members’ needs? If the net dollars your association has to spend on association programs were reduced by taxation, wouldn’t that impact the level of service you deliver to your members?

Recognition of the positive impact that associations have upon society and what constitutes the appropriate level of taxation and regulation upon their activities matters to more than just association professionals.  They matter — or at least they should — to your association’s membership, too.

Read more in my latest Association TRENDS commentary, here.

What the world needs is more association executives

Closing the ASAE annual meeting in Dallas, author Dan Pink argued that, regardless of profession, we are all in sales. But the characteristics, skills and traits he described as essential for success sounded to my ears like precisely the attributes that distinguish effective association leaders, and differentiate us as a profession.

Read more in my latest commentary in Association Trends: What the world needs is more association executives | Association TRENDS

ISO consumate association professional … plumbers only need apply.

Suppose you were an association executive with a medical need. You have identified the leading doctors who specialize in the field. The decision is important. Your health is at stake. So you take very seriously the process of deciding which doctor is the best fit to work with you to diagnose your problem and prescribe treatment. You prepare a list of questions to ask each potential care giver about their qualifications.  

I guarantee those questions would not include asking these doctors whether they understood the difference between a 501(c)3 or 501(c)6 tax exempt organization. You wouldn’t exclude a doctor from consideration because he or she didn’t have the Certified Association Executive (CAE) credential. You’re looking for a medical professional, after all, not an association professional.

And yet how many times do associations demand that their chief staff executive hold a degree or even a license in the field the organization represents? This legacy attitude of the association as a guild, best run by a master of the craft, is generally an issue more for professional societies, than for trade associations, but the trades are not immune. I understand it, but it just doesn’t make sense.

A few months ago I had the privilege of moderating a seminar on a new book on association governance called Race for Relevance. One of the key issues the book raised was the need for a competency-based board, selected on the basis of who possesses the specific skills and expertise to make the association a successful enterprise for its members. But I ask you: how can an organization aspire to create a competency-based board when so many associations haven’t even grasped the concept of a competency-based selection of their chief staff executive?

I could provide a large collection of real-world position descriptions, painstakingly composed by CEO search committees, with much input from professional search agents, which provide page upon page of descriptions of the leadership, financial, managerial, organizational and governance competencies required to do the job. But then end with a requirement for a degree or even a license in the trade or profession represented.

I know a lot about the court reporting profession, about the wireless industry, about telephone messaging services, having successfuly served  those fields in a professional staff capacity at their respective associations. Any of my association peers could claim the same about their employment histories. Arguably, there are some aspects of the industry or profession that each of us represents that we actually know better than the average practitioner in the field. But none of us would ever claim to be remotely competent to step in and perform the professional roles or functions that our members perform with distinction every day. That’s not the job we were hired to do. That’s not what we are educated to do. That’s not what the association needs us to do.

Why then, does it seem so logical, so natural, and so “just the way things are” to start an executive search with a statement to the effect: “In search of consummate association professional; plumbers only need apply.”