Wednesday, June 11, 2014

Managing Social-Change Organisations

JOHN SAMUEL
Conceptual Premises
It is very important to develop conceptual clarity and consensus regarding what is broadly classified or denoted as voluntary organisation as differentiated from Non Governmental Organisation and Non-Profit Organisation. While it is difficult to have an absolute or universal definition, one can think of an operational definition for these terms. Many a times the assumptions behind the use of the terms voluntary organisations, NGOs, and non-profit organisations vary according to the particular national, cultural and political context in which they are being signified.
The term 'voluntary' signifies an ethical and moral position rather than a structural or management aspect. Hence it is important to make a conceptual distinction between Voluntary Organisation NGOs and Non-profit organisation. While the term NGO denotes a 'relational' category, assuming an identity in terms being not governmental, the term 'non-profit' has more of an economic all or commercial connotation.
Voluntary Organisation may be described as a group of people coming together or an organisation or an institution initiated on the basis of commitment to the cause of the underprivileged sections of the society and on the basis of a set of values like public interest, service, transparency, participation and accountability. People who are working in such organisations may be compensated for their time and efforts, but their basic motivation and the principles of organisation and management are based on the commitment and values of voluntarism and not on monetary benefits or incentives. While such organisations may receive funds, without compromising the values, they are not fund-driven organisations.
Values of Voluntarism
The values and principles of Voluntarism include:
·         voluntary formation and an element of voluntary participation
·         not for the personal or private profit or gain of those who control and manage the affairs and not self-serving
·         a deep commitment to public interest and public good, especially a commitment to safeguard the rights of the under privileged and to work for the betterment of the marginalized sections of the society
·         a respect for the rights, culture and dignity of men and women, including the staff, served or affected by the work of the organisation, taking into consideration their special needs and abilities
·         secular and non-partisan approach
·         devoting the maximum possible proportion of resources available to the task at hand
·         ensuring that the organisation remains true to its mission and objectives, that its identity, integrity, methods and activities are not distorted, subverted or taken over or corrupted by external or internal personal or organizational self-interest
·         Maintaining high ethical standards at both an organizational and personal level.
Often such values and commitment are kept alive by a core-group or key persons who initiate the process of organisation building and help permeate the ethos of voluntarism in the organizational and working culture.
The social sector, consisting of social action groups, voluntary organisations, developmental organisations, training and research institutions represent a very heterogeneous arena of interests, issues and ideologies. There is also an increasing trend to promote 'NGOs' for protecting the interest of the government, business houses and corporate interests. Hence it is very important to comprehend the complexities and contradictions existing in the so-called 'NGO' sector and to distinguish between the organisations based on the principles and practice of voluntarism and other organisations that place more emphasis on utilitarian culture and market values for , delivering' the goods.
Governance
The management, administrative and programme practices and policies depend to a great extent on the framework' and manner of governance. Hence it is of crucial importance to develop statutory and institutional framework that would ensure an efficient, ethical and transparent manner of governance. The clarity of vision and mission of the organisation is a pre-requisite for the good governance of an organisation.
A good policy for governance would guarantee internal as well as external accountability of the organisation; internal accountability of the staff and management for the task they are entrusted
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with and external accountability to the public and constituency for the cause and values the organisation represents; and finally accountability to the donors as well funding agencies for the money received for implementing a programme or project.
A good policy for governance would emphasize the responsibility of organisations and institutions towards its employees, staff and 'workers'; including the responsibility to ensure a work culture based on principles of equal opportunity, gender sensitivity, and responsibility to provide congenial working environment that would encourage efficiency, integrity and commitment and would discourage any partisan, biased or discriminatory management practices.
The values such as transparency, participation, public interest should reflect in the governing policies of voluntary organisations and should be translated into the organizational and programme practices. Good practice of governance would also encourage secular and non­partisan organizational characteristics and approach.
It is very important to incorporate adequate and appropriate provisions in the charter or memorandum of association of the organisations so that principles and values of voluntarism become a legitimate and obligatory measure for a good policy and practice of governance.
The Board members will have a very important role in upholding the organizational values and commitment in their functions and responsibilities. Unless the board members are vigilant about safeguarding the vision, integrity, efficiency and values of voluntarism through initiating timely and appropriate organizational policies, many of organisations and institutions would become the victims and causalities of the internal bureaucracy and power struggle of vested interests.
The Board members should ensure that:
·         High Standards of planning, operation, administration, evaluation and reporting are maintained in the organisation
·         all statutory obligations are met and   adequate resources are available to the organisation for all aspects of   its work and administration

·         the resources provided to the organisation are used for their intended
          purpose and are properly accounted for
Organisational Integrity
Organisations and organizational leaders should practice what they preach. With an increasing flow of funds and substantial increase in infrastructure facilities, many organisations are facing
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The danger of hyper -institutionalization at the cost of the values, cause and issues they claim to represent or stand for. This also leads to the weaning away of organizational transparency and accountability.
Public interest VS Institutional Interest VS Self-Interest of Organisational Leaders
The integrity of an organisation to a great extent is determined by or depends on whether the organisation represents and stands for the public interest, or it is engulfed in institutional interest or being used for the self interest of the organizational leaders. The integrity of a voluntary organisation is adversely affected when institutional interest of the organisation takes precedence over the public interest or the cause; and organizational integrity would be in peril when the self interests of the leaders take precedence over both the public interest and institutional interest.
For safeguarding the organizational integrity, it is imperative to develop effective policy regarding the appropriate use of resources and infrastructure facilities. It is equally important to develop and enforce standardized norms and practices that would guard against the misuse or disproportionate use of any organizational resource or facility for the self interest of any senior management staff or board members.
It is very important to develop and maintain voluntary organisations that would be public (as distinct from private) in its scope, structure and principles. This aspect is all the more important in the South Asian context, wherein many organisations, began as voluntary and public initiative,
are gradually turning into instruments or institutions that serve personal or family interests of a single organizational leader or a handful of key actors on the Board of Trustees or Directors.
Management Practice and Team Building
A good management Practice should ensure Efficiency, Effectiveness and Accountability at all levels, and the organizational ability to deliver results without compromising the values and ethics of voluntarism. Professional attitude is absolutely necessary for good management practice. Planning, performance, monitoring and credible account practice should be an integral part of management. Half yearly and annual performance reports and consistent analysis of the expenditure pattern of the organisation would help understand the strengths and limitations of management practice. A decentralized, task oriented and functional management approach would be more relevant in the context of voluntary organisations.
It is important to develop multiple leadership roles for a more participatory management practice. A management practice centered on just one charismatic leader would be adverse to the sustainability and the growth of organisation in the long run. For ensuring the continuity of the task as well as the organizational goals and objectives, it is very much necessary to develop a second cadre of leadership at various levels of governance, administration and programmes of the organisation. The basis for the leadership in the organisations should emanate from competence, commitment to the organizational values and cause, efficiency, effectiveness, decision making capacities and ability for teamwork, rather than the family, class, caste or regional affiliations.
The very term 'human resource' is based on the assumption that staff are a 'resource' that would maximize the productivity or results of the organisation. For evolving a good management practice, the employees or staff should be considered as 'subjects' who are participating and are involved in the process of bringing about positive social change, rather than 'resources' that would increase the organizational 'productivity' or 'objects' that could be used for organizational ends. Good management practice should provide an enabling and motivating working environment to the staff A well defined and clear personal policy, with standardized service terms and salary structure, would be essential to maintain a good personal management practice. A good personal policy can serve as a very fruitful corollary to a management practice that gives emphasis to team building and team development. Team building is a process of continuous diagnosis, action planning, implementation and evaluation. A cardinal principle of effective team functioning is that members must be highly concerned with both their own needs and those of others. One important aspect of team building is helping a team develop a 'model of excellence' against which it can measure its own performance.
Instead of encouraging big monolithic organizational structures with thousands of employees and 'labourers', it would be more appropriate and effective to develop organisations with decentralized budgeting and operation with number of effective 'teams' working together for a common cause.
A good management practice would incorporate some of the following characteristics of team work:
·          The team shares a sense of purpose or common goals, and each team member is willing to work towards achieving these goals
·         The team is aware and interested in its own processes and examining norms operating within the group
·         Group members continuously try to listen to and clarify what is being said and show interest in what others say and feel.
·         Differences of opinion are encouraged and freely expressed. The team does not demand narrow conformity or adherence to formats that inhibit freedom of movement and expression
·          The team is willing to surface conflict and focus on it until it is either resolved or managed in a way that does not reduce the effectiveness of the individuals concerned
·          The team exerts energy towards problem solving rather than allowing it to be drained by interpersonal issues or competitive struggles
·          Roles are balanced and are shared to facilitate both the accomplishment of tasks and feeling of group cohesion and high group morale
·          To encourage risk taking and creativity, mistakes are treated as sources of learning rather than reasons for punishments
·          The team is responsive to changing needs of its members and to the external to which it is related
·          Team members are committed to periodically evaluating the team's performance
·          The team is attractive to its members, who identify with it and consider it as a source of both professional and personal growth
·          Developing a climate of trust is a pre-requisite for all that above elements
Finance and Fundraising
Financial Management practice should be based on the optimum use of resources, sustainability of the programme as well as organisation, and the maximum use of resources for the direct benefits of the constituency. Transparency of organizational budgets and accountability for the spending of organizational resources would be required to have credible finance management. Monthly internal auditing would help to monitor the pattern of expenditure. A good management practice should ensure appropriate procedures for financial review.
Other important suggested measures for finance management are the following:
                        when negotiating with donors or grants and/or contracts ensure that the
terms and conditions of funding agreement and procedures and timetable for reporting are mutually acceptable
                                     only pursue or accepts grants or contracts that:
                                    are consistent with their mission and objectives and do not cause
their identity, integrity, methods and activities to be distorted, subverted or corrupted
                                      ~        do not compromise their independence
                                      ~        do not place more responsibility on their organisation than they
can manage

                        D         seek to avoid dependence oil single, narrow or insecure sources of
funding or contracts.
                                    =}    the resource mobilization and investment should be adequately
broad and oriented to long-term sustainability. Means of attaining such sustainability should include developing corpus funds and effective marketing and sales of publications, specialist skills and expertise of the organisation.
                        D         ensure that the fund raising efforts of one organisation do nor undermine
the viability and sustainability other voluntary organisations.
                                    =}    in preparing budgets and costing, ensure that the full
organizational and administrative costs are recognized and included and adequate resources obtained to meet them
                        D          ensure that funds provided are always used for their intended purpose
                                    =}    For upholding organizational and      financial credibility It is
important that voluntary organisations publish their activity report and audited statement along with the sources of funding.
Communication to the Public
Communication is an important aspect of management. Communication to the Public as well as the internal communication between and among the team members would make the organisation more efficient and effective. Open Communication is a two way process that can bring about mutual trust between the constituency and the organisation as well as consensus and cohesion among the team members. If an organisation establishes a consistent communicative pattern to the public, that would go long way in making organizational transparency and accountability possible and in gaining social credibility and legitimacy.
Following are some of the possible areas of communication to the public:
The vision, mission, policies and programmes of the organisation should be communicated through brochures, link letters and field meetings with the public or the groups the organisation is working with.
The source of funds, programmes and audited statement of accounts should be published and disseminated widely. A brief report and audited statement may preferably be published in a local newspaper that commands a substantial readership among the constituency. It is
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also important to communicate the organizational and accounts report directly to the people who constitute the general body of the organisation.
Whenever a public programme or a social issue is highlighted through mass media. It is important to project the work done by the organisation rather than the personality of the organizational leaders.
Communication to the public should be in the local language and a simple and straight forward style of communication would be more effective.
Role of Umbrella Organisations
Umbrella organisations can playa very crucial role in facilitating good policies and practice among the voluntary organisations. Networking among the organisation has a synergizing effect. Through consistent networking efforts umbrella organisations can provide appropriate channels and platforms that can help evolving commonly shared norms, policies and joint programmes for promoting good organizational governance and, ethical and effective management practices. While umbrella organisations can set a high standard of values and management practice as the criteria for the membership, it is not possible to ensure the any enforcement mechanism that would be validated by the voluntary sector as a whole. Donor Agencies, Government and number of other factors playa very crucial role in determining and influencing the nature and manner of governance. Hence Umbrella Organisation can only initiate a wide spread and sustained campaign to influence all the important actors, including Donor Agencies and Government, in the voluntary sector. Umbrella Organisations are best placed to facilitate a self disciplined and voluntary regulatory mechanism among the organisations.
Reference:
1.     Discussion on good practice and policy at South Asian Conference on Ruler "Laws and Regulation for Voluntary Organisation.
2, Non Governmental Organisations; Guidelines for Good Policy and Practice, Common Wealth Foundation 1995.



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