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The Happy Healthy Nonprofit:
Linking Self-Care and Wellbeing to Impact
Beth Kanter, Master Trainer, Speaker, Author
Santa Barbara
July 12, 2017
@kanter
www.bethkanter.org
Beth Kanter: Master Trainer, Speaker, Author and
Nonprofit Thought Leader
• Nonprofit Professionals
• Understanding Burnout and Self-Care
• Self-Care World Café
• Nonprofit Organizations
• Leadership and Employee Engagement
• Nonprofit Case Studies
• Tech Wellness Tips in the Nonprofit Workplace
Slides, Links, and Handouts:
http://bethkanter.wikispaces.com/SB-1
Agenda
Sli.do
SB-1
Poll
What is your nonprofit’s
experience with wellbeing in
the workplace?
Not discussed
Employees are encouraged to
do it on their own
There are periodic activities for
wellness or wellbeing
Our nonprofit has a
strategy/plan/policy for a
comprehensive program
Sli.do
SB-1
Beth
399
Beth’s Story: Why A Book on Self-Care
Healthy Range
>150
Test Results
Too Much of This …
Too Much of That
A Little Bit of That
Way Too Much of This ….
Working nights and weekends
Sleep deprivation
No vacation or down time
Test Results
150
Where do you
find the time in
your work day?
Allen Kwabena Frompong
Black Lives Matter
NYC
Burnout is a state of emotional, mental, and
physical exhaustion that occurs when we feel
overwhelmed by too many demands, too few
resources, and too little recovery time.
The Symptoms of Burnout
Emotional
Exhaustion
Cynicism
Detachment
Fatigue
Loss of
enjoyment
Insomnia
Pessimism
Forgetfulness
Impaired
concentration
Isolation
Detachment
Increased illness
Loss of appetite
Lack of
Accomplishment
Anxiety
Apathy
Hopelessness
Depression
Increased irritability
Anger
Lack of productivity
Poor performance
And burnout is sneaky!
The 4 Stages of Nonprofit Burnout
Passion
Driven
Passion
Waning
Passion
Challenged
Passion
Depleted
Take Assessment
Sli.do
SB-1
Share Pair
What is your stress trigger? How do you react?
What’s Your Personal Chaos Index?
Self-Care: Many Ways To Put On Oxygen Mask
Self-Care is about revitalization. It includes any deliberate and
consistent habits you create to enhance your overall well being.
Tip: Protect Your Sleep
Sitting Is New Smoking
Beverly Trayner-Wenger
List of Standing Desk Resources
http://bethkanter.wikispaces.com/walk
Stand Up At Work
Tip: Walk More
We have no downtime
52% of smartphone owners check their phones
a few times an hour or more.
Behavior Addiction
Tip: Organize Mobile Phone To Avoid Addiction
• Notifications from people
• Customized notifications
• Tools on home screen
• Scramble Apps
• Remove or move work apps into folders on 3rd or 4th
screens during non-work hours
Tip: Use “To Do” System That Works for You
Tip: Unplug regularly & often
TIP: Schedule Solo Time at Work
Take A Real Vacation
http://www.projecttimeoff.com/ People who took more than 10 of their vacation days had
a 65.4% chance of receiving a raise or bonus.
Self-Care Plan
Practice Goals
Sphere 1:
Self
-Get 7-9 hours of sleep per night.
-Eat more fruits and vegetables every day.
-Get to 10,000 steps per day walking.
Sphere 2:
Others
-Make a regular date with my partner and/or children –
one-on-one – to give my relationships attention.
-Divest myself of negative influences, moving
consciously away from people who bring me down.
Sphere 3:
Environment
-Stop what I’m doing at least once a day to go outside.
-Clear clutter from my office desk
Sphere 4:
Work and Money
-Take comp time when I’m attending work-related
evening events.
-Stand up from my desk every 15 minutes to stretch and
walk around.
Sphere 5:
Tech
-Set up a charging station at the front door for all of
my/my family’s digital devices.
-Keep all my digital devices out of my bedroom and off
my dinner table.
Your Self-Care Plan Is Not One-Size Fits All
The Self-Care Cafe
How It Works
• Each table has a table cloth (flip chart paper) and
markers for note-taking
• Each table will have a host
• There will be two rounds of discussions, with focus
questions
• Table hosts will remain at their table, others will
move to a different table after each round
• Table hosts will summarize the discussion at
beginning
Round 1:
What types of self-care activities do you think would
work for you? (Use checklist)
Round 2:
What support do you need from work, family, or others?
What help do you need to get started?
Let’s Harvest the Ideas from the Conversations
1 Make It
Tiny
2 Find A
Spot
3 Train
the Cycle
The Secret to Creating New Self-Habits That Stick!
BJ Fogg: Tiny Habits Framework
A Simple Way To Practice Mindfulness At Work
-Two Minutes of Focusing on Breath
-Two Minutes of No Agenda
Creating A Mindfulness Habit Trigger
Mindful Moment
What one self-
care habit do you
want start
tomorrow?
Share Pair
Exchange Mobile Numbers with your Accountability Buddy
Summary
• Self-Care is not just about kale smoothies and
massages, it is part of doing the work
• Burnout is sneaky, understand if you depleting
your passion for social change without refueling
• The self care requires intentional habit change
• Pick one small self-care habit that you can create
and build into your life today and courage others in
your organization to do the same!
From Self-Care to WE-Care
● Culture
● Employee Engagement
● Programs and
Activities
● Nudges and Cues
● Policies, Strategy
Avoid Quick Fixes
Wellbeing Is Embedded in the Culture
Crisis Response Network:
Listen and Engage Employees to Shift the Culture
Listen and Engage Employees to Shift the Culture
1: Functioning
Do people have what they need to do their job?
2: Feelings
Do people feel appreciated and respected?
3: Friendship
Do people feel connected to one another?
4: Forward
Do people feel like they have opportunities for growth?
5: Fulfillment
Do people feel like they are inspired and working towards a
higher purpose?
Laura Putnam – 5 F’s Framework
Tip: Create Space for the Conversation
United Way in South Dakota: Moving Together
• Twice daily all staff
walk or movement
• Started with listening
and engaging with
employees
• Wellness coaching and
experiment 10 years
ago
• Now part of culture
Interfaith Youth Core – Bottom Up and Top Down
• Leadership supported an
employee “Giddy” committee
• Feedback on how to improve
wellbeing (health, happiness,
productivity)
• One idea: “Creativity Time” –
three hours per month to
visit a museum – employee
handbook
• No one used it until Executive
Director started to use it
Hazon: Leverage Staff Champions
Wednesday Afternoon Weekly Walk
-After lunch for 20 minutes to energize and build community
Building A Movement Inside Your Organization
This is
bunch of
woo woo
What’s the
ROI of Happy
and Healthy?
Your Executive
Director
Benefits: Talent Retention, Less Turnover, Reduced Health Costs
• Fewer absences and sick days
• Lower healthcare costs
• Higher employee work satisfaction and
retention
• Ability to attract top talent when recruiting for
jobs
• Higher productivity
• Greater ability to handle stressful situations
• Ability to meet and exceed milestones
• Motivated, resilient workers
• Better brand ambassadors
• Responsive and engaged staff
Return on Investment
Getting Started
• Be open about self-
care.
• Staff meeting to do
assessments and
create self-care plans
• Accountability buddies
• Make small changes
and offer reward/praise
• Does not have to cost a
lot of money
• How can your
nonprofit nurture
wellbeing instead of
amplifying stress?
Mindful Moment
Summary
• Bringing well being into the workplace is all
about culture change
• A culture of well being requires leadership
and employee engagement
• Quick fixes don’t work
• Benefits include recruiting top talent,
retention, reduced health costs, and more
• Start practicing self-care and start the
discussion in your workplace
Technology Wellness in the Nonprofit Workplace
Is this familiar?
• Long work week
• Come home to realize
you didn’t get stuff
done
• You start doing solo
work in evenings and
weekends
• You don’t do it because
you are too exhausted
The Four P’s
Planning People
Priorities Present
Planning: Structure and Rituals
Assessment
1. Our team has a clear sense of what’s ahead each month
2. We stick to deadlines and commitments and rarely let things fall through the cracks
3. My team or organization has a clear policy about sending after hours emails
4. My team uses cloud software for collaboration and has a well mapped out workflow
and training for all users
0-8
What’s your score? 0=No, 1=Sometimes 2=Yes
Add it up your answers
Tips to Improve Planning
● Use Look-Ahead Rituals
● Make Solo Focus Time Part of Your Team
Culture
Tips to Improve Planning
● Clearly Define Workflow for Online Collaboration
Platforms and Training
● Adopt Formal Practices Around Team Emails
People: How You Relate To Others
Assessment
1. I am comfortable saying no, negotiating requests, and making requests of others.
2. I stay away from gossip, office politics, and drama
3. Our team communicates precisely via email and online collaboration tools
4. Our team has an effective approach to integrating remote and on-site staff for
meetings and collaboration
What’s your score? 0=No, 1=Sometimes 2=Yes
Add it up your answers
0-8
Tips to Improve People
● Write emails that are precise
● Create a remote working charter for your team
Subjects w/Keywords
[ACTION] [SIGN]
[DECISION] [CORD]
[INFO]
Bottom Line Up Front (BLUF)
Fewer Words
Link to Attachments
Tips to Improve
● Set a Statute of Limitations on People Frustrations
● Say NO, But Enforce Boundaries With Grace
Priorities: How You Spend Your Time
1. We spend time working on key priorities and goals that move the needle for our
organization, our team, or my own performance and growth.
2. I complete tasks even when I don’t want to do them.
3. My organization or team has clear rationales for how we use our time
4. I understand and accept the trade-offs that I make when choosing how to spend my
time.
What’s your score? 0=No, 1=Sometimes 2=Yes
Add it up your answers
0-8
Tip to Improve
● Don’t schedule hour meetings by default
Tips to Improve
● Do A Trend-Line View Reflection with Your Team
● Rethink Status Updates Meetings
Being Present: How You Focus and Pay
Attention
1. Our team schedules work according energy levels
2. Our team is focused and engaged in meetings and not multi-tasking
3. We have distraction free environment and time needed to complete the things that
require focus or strategic thinking.
4. When I have free time, I know how to use it productively or restoratively.
What’s your score? 0=No, 1=Sometimes 2=Yes
Add it up your answers
0-8
Tips to Improve
● Team wide analysis of most productive times during day
● Have explicit team or organization policy about white space or
maker time
Tips to Improve
● Device free zones in your workplace
● Meeting policy about use of devices to avoid “technoference”
Summary
Our personal and organizational
use of technology can create stress
leading to burnout. But if we are
intentional about how we use our
devices and practice the 4 Ps, we
can be more productive.
Book Raffle
Thank you!
www.bethkanter.org
The Happy Healthy Nonprofit
http://bit.ly/happyhealthynpbook

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Happy Healthy Nonprofit Workshop

  • 1. The Happy Healthy Nonprofit: Linking Self-Care and Wellbeing to Impact Beth Kanter, Master Trainer, Speaker, Author Santa Barbara July 12, 2017
  • 2. @kanter www.bethkanter.org Beth Kanter: Master Trainer, Speaker, Author and Nonprofit Thought Leader
  • 3. • Nonprofit Professionals • Understanding Burnout and Self-Care • Self-Care World Café • Nonprofit Organizations • Leadership and Employee Engagement • Nonprofit Case Studies • Tech Wellness Tips in the Nonprofit Workplace Slides, Links, and Handouts: http://bethkanter.wikispaces.com/SB-1 Agenda Sli.do SB-1
  • 4. Poll What is your nonprofit’s experience with wellbeing in the workplace? Not discussed Employees are encouraged to do it on their own There are periodic activities for wellness or wellbeing Our nonprofit has a strategy/plan/policy for a comprehensive program Sli.do SB-1
  • 5. Beth 399 Beth’s Story: Why A Book on Self-Care Healthy Range >150 Test Results
  • 6. Too Much of This …
  • 7. Too Much of That
  • 8. A Little Bit of That
  • 9. Way Too Much of This …. Working nights and weekends Sleep deprivation No vacation or down time
  • 11. Where do you find the time in your work day?
  • 12.
  • 13. Allen Kwabena Frompong Black Lives Matter NYC
  • 14.
  • 15. Burnout is a state of emotional, mental, and physical exhaustion that occurs when we feel overwhelmed by too many demands, too few resources, and too little recovery time.
  • 16. The Symptoms of Burnout Emotional Exhaustion Cynicism Detachment Fatigue Loss of enjoyment Insomnia Pessimism Forgetfulness Impaired concentration Isolation Detachment Increased illness Loss of appetite Lack of Accomplishment Anxiety Apathy Hopelessness Depression Increased irritability Anger Lack of productivity Poor performance And burnout is sneaky!
  • 17. The 4 Stages of Nonprofit Burnout Passion Driven Passion Waning Passion Challenged Passion Depleted Take Assessment Sli.do SB-1
  • 18. Share Pair What is your stress trigger? How do you react?
  • 19. What’s Your Personal Chaos Index?
  • 20. Self-Care: Many Ways To Put On Oxygen Mask Self-Care is about revitalization. It includes any deliberate and consistent habits you create to enhance your overall well being.
  • 22. Sitting Is New Smoking
  • 23. Beverly Trayner-Wenger List of Standing Desk Resources http://bethkanter.wikispaces.com/walk Stand Up At Work
  • 24.
  • 26.
  • 27. We have no downtime 52% of smartphone owners check their phones a few times an hour or more. Behavior Addiction
  • 28.
  • 29.
  • 30. Tip: Organize Mobile Phone To Avoid Addiction • Notifications from people • Customized notifications • Tools on home screen • Scramble Apps • Remove or move work apps into folders on 3rd or 4th screens during non-work hours
  • 31. Tip: Use “To Do” System That Works for You
  • 33. TIP: Schedule Solo Time at Work
  • 34. Take A Real Vacation http://www.projecttimeoff.com/ People who took more than 10 of their vacation days had a 65.4% chance of receiving a raise or bonus.
  • 35. Self-Care Plan Practice Goals Sphere 1: Self -Get 7-9 hours of sleep per night. -Eat more fruits and vegetables every day. -Get to 10,000 steps per day walking. Sphere 2: Others -Make a regular date with my partner and/or children – one-on-one – to give my relationships attention. -Divest myself of negative influences, moving consciously away from people who bring me down. Sphere 3: Environment -Stop what I’m doing at least once a day to go outside. -Clear clutter from my office desk Sphere 4: Work and Money -Take comp time when I’m attending work-related evening events. -Stand up from my desk every 15 minutes to stretch and walk around. Sphere 5: Tech -Set up a charging station at the front door for all of my/my family’s digital devices. -Keep all my digital devices out of my bedroom and off my dinner table.
  • 36. Your Self-Care Plan Is Not One-Size Fits All
  • 38. How It Works • Each table has a table cloth (flip chart paper) and markers for note-taking • Each table will have a host • There will be two rounds of discussions, with focus questions • Table hosts will remain at their table, others will move to a different table after each round • Table hosts will summarize the discussion at beginning
  • 39. Round 1: What types of self-care activities do you think would work for you? (Use checklist)
  • 40. Round 2: What support do you need from work, family, or others? What help do you need to get started?
  • 41. Let’s Harvest the Ideas from the Conversations
  • 42. 1 Make It Tiny 2 Find A Spot 3 Train the Cycle The Secret to Creating New Self-Habits That Stick! BJ Fogg: Tiny Habits Framework
  • 43.
  • 44. A Simple Way To Practice Mindfulness At Work -Two Minutes of Focusing on Breath -Two Minutes of No Agenda
  • 45. Creating A Mindfulness Habit Trigger
  • 46. Mindful Moment What one self- care habit do you want start tomorrow?
  • 48. Exchange Mobile Numbers with your Accountability Buddy
  • 49. Summary • Self-Care is not just about kale smoothies and massages, it is part of doing the work • Burnout is sneaky, understand if you depleting your passion for social change without refueling • The self care requires intentional habit change • Pick one small self-care habit that you can create and build into your life today and courage others in your organization to do the same!
  • 50.
  • 51. From Self-Care to WE-Care ● Culture ● Employee Engagement ● Programs and Activities ● Nudges and Cues ● Policies, Strategy
  • 53.
  • 54. Wellbeing Is Embedded in the Culture
  • 55. Crisis Response Network: Listen and Engage Employees to Shift the Culture
  • 56.
  • 57.
  • 58. Listen and Engage Employees to Shift the Culture 1: Functioning Do people have what they need to do their job? 2: Feelings Do people feel appreciated and respected? 3: Friendship Do people feel connected to one another? 4: Forward Do people feel like they have opportunities for growth? 5: Fulfillment Do people feel like they are inspired and working towards a higher purpose? Laura Putnam – 5 F’s Framework
  • 59. Tip: Create Space for the Conversation
  • 60.
  • 61.
  • 62. United Way in South Dakota: Moving Together • Twice daily all staff walk or movement • Started with listening and engaging with employees • Wellness coaching and experiment 10 years ago • Now part of culture
  • 63. Interfaith Youth Core – Bottom Up and Top Down • Leadership supported an employee “Giddy” committee • Feedback on how to improve wellbeing (health, happiness, productivity) • One idea: “Creativity Time” – three hours per month to visit a museum – employee handbook • No one used it until Executive Director started to use it
  • 64. Hazon: Leverage Staff Champions Wednesday Afternoon Weekly Walk -After lunch for 20 minutes to energize and build community
  • 65.
  • 66. Building A Movement Inside Your Organization
  • 67. This is bunch of woo woo What’s the ROI of Happy and Healthy? Your Executive Director
  • 68. Benefits: Talent Retention, Less Turnover, Reduced Health Costs
  • 69. • Fewer absences and sick days • Lower healthcare costs • Higher employee work satisfaction and retention • Ability to attract top talent when recruiting for jobs • Higher productivity • Greater ability to handle stressful situations • Ability to meet and exceed milestones • Motivated, resilient workers • Better brand ambassadors • Responsive and engaged staff Return on Investment
  • 70. Getting Started • Be open about self- care. • Staff meeting to do assessments and create self-care plans • Accountability buddies • Make small changes and offer reward/praise • Does not have to cost a lot of money
  • 71. • How can your nonprofit nurture wellbeing instead of amplifying stress? Mindful Moment
  • 72. Summary • Bringing well being into the workplace is all about culture change • A culture of well being requires leadership and employee engagement • Quick fixes don’t work • Benefits include recruiting top talent, retention, reduced health costs, and more • Start practicing self-care and start the discussion in your workplace
  • 73. Technology Wellness in the Nonprofit Workplace
  • 74. Is this familiar? • Long work week • Come home to realize you didn’t get stuff done • You start doing solo work in evenings and weekends • You don’t do it because you are too exhausted
  • 75. The Four P’s Planning People Priorities Present
  • 76. Planning: Structure and Rituals Assessment 1. Our team has a clear sense of what’s ahead each month 2. We stick to deadlines and commitments and rarely let things fall through the cracks 3. My team or organization has a clear policy about sending after hours emails 4. My team uses cloud software for collaboration and has a well mapped out workflow and training for all users 0-8 What’s your score? 0=No, 1=Sometimes 2=Yes Add it up your answers
  • 77. Tips to Improve Planning ● Use Look-Ahead Rituals ● Make Solo Focus Time Part of Your Team Culture
  • 78. Tips to Improve Planning ● Clearly Define Workflow for Online Collaboration Platforms and Training ● Adopt Formal Practices Around Team Emails
  • 79. People: How You Relate To Others Assessment 1. I am comfortable saying no, negotiating requests, and making requests of others. 2. I stay away from gossip, office politics, and drama 3. Our team communicates precisely via email and online collaboration tools 4. Our team has an effective approach to integrating remote and on-site staff for meetings and collaboration What’s your score? 0=No, 1=Sometimes 2=Yes Add it up your answers 0-8
  • 80. Tips to Improve People ● Write emails that are precise ● Create a remote working charter for your team Subjects w/Keywords [ACTION] [SIGN] [DECISION] [CORD] [INFO] Bottom Line Up Front (BLUF) Fewer Words Link to Attachments
  • 81. Tips to Improve ● Set a Statute of Limitations on People Frustrations ● Say NO, But Enforce Boundaries With Grace
  • 82. Priorities: How You Spend Your Time 1. We spend time working on key priorities and goals that move the needle for our organization, our team, or my own performance and growth. 2. I complete tasks even when I don’t want to do them. 3. My organization or team has clear rationales for how we use our time 4. I understand and accept the trade-offs that I make when choosing how to spend my time. What’s your score? 0=No, 1=Sometimes 2=Yes Add it up your answers 0-8
  • 83. Tip to Improve ● Don’t schedule hour meetings by default
  • 84. Tips to Improve ● Do A Trend-Line View Reflection with Your Team ● Rethink Status Updates Meetings
  • 85. Being Present: How You Focus and Pay Attention 1. Our team schedules work according energy levels 2. Our team is focused and engaged in meetings and not multi-tasking 3. We have distraction free environment and time needed to complete the things that require focus or strategic thinking. 4. When I have free time, I know how to use it productively or restoratively. What’s your score? 0=No, 1=Sometimes 2=Yes Add it up your answers 0-8
  • 86. Tips to Improve ● Team wide analysis of most productive times during day ● Have explicit team or organization policy about white space or maker time
  • 87. Tips to Improve ● Device free zones in your workplace ● Meeting policy about use of devices to avoid “technoference”
  • 88.
  • 89. Summary Our personal and organizational use of technology can create stress leading to burnout. But if we are intentional about how we use our devices and practice the 4 Ps, we can be more productive.
  • 91. Thank you! www.bethkanter.org The Happy Healthy Nonprofit http://bit.ly/happyhealthynpbook