Otis White

The skills and strategies of civic leadership

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Revisiting the Core Skills of Community Leadership

May 9, 2012 By Otis White

The best thing about writing a blog, I’ve come to learn, is that you sometimes surprise yourself. I’ve been writing one since February 2010, a little more than two years’ time, and I can already see small changes in my thinking about the things that interest me: how communities change, how people become leaders, how citizens figure into civic progress, and how local politics works. Don’t get me wrong; in re-reading my postings, I largely agree with the central ideas, but I see changes in how I’d put things today.

Here’s an example: the core skills of community leadership, which I wrote about in April 2010. I still believe that leaders who want to be effective in civic work have to master a set of skills, and the five I listed—empathy, facilitation, strategy, learning and motivation—are the right ones. But I’d call some of them by different names today and place them in a different order.

What has caused my thinking to evolve is the work I’ve done in how change happens. In a set of postings, beginning last August, I mapped out how deliberate change comes to communities. (Literally, I called it a map, with starting points and steps along the way, ending in adoption and implementation.) There’s a lot to the map—it took seven postings to explain it all—and one result of spending so much time studying the process was a new appreciation for what it takes to move things through it. That’s the role, of course, of leaders.

And that brought me back around to looking at those five core skill sets. Here’s briefly how I described them two years ago:

  • Empathy: These are the skills that allow leaders to understand others and work with them, “particularly those with whom you have the least in common.”
  • Facilitation: These are the skills that “help bring groups together to agree on common goals and strategies. Think of this as putting empathy to work.”
  • Strategy: These skills “help you see the road—sometimes the only road—that will move good ideas forward.”
  • Learning: These are the skills that “help you search for, find, and recognize potential solutions, sometimes from unexpected sources.”
  • Motivation: These skills “help you engage others—and yourself—in your community’s work.”

As I said earlier, I agree that these are the key skills, but I’d put them in a different order, using different words to describe them. Here’s how:

The first skill set is still empathy, but I’d call it relationship building. And, yes, empathy is still important to relationships. But the aim of civic relationships, I’ve come to know, is not to understand people but to enlist them in civic work, and it now seems to me that “relationship building” is a more purposeful and action-oriented term. I’d still put it as the first skill to be mastered because relationship building is where community leadership begins. Without a group of people to call on for assistance and advice—and, ideally, a diverse group—it’s impossible to be a civic leader.

The second skill set is the one I put as number four on the list two years ago, learning. It’s not a great name, but I’ll stick with it for the time being. These skills are about seeing community problems and finding their solutions. Why have I moved it up? Because this is the engine of community change. Change begins when people with strong community relationships meet problems they believe they can solve. So mix relationship building with learning and you have ignition. My caution is that learning is a process and not an event, and the process has two parts: seeing the problems and finding workable solutions. As I wrote in this posting, leaders sometimes get the order reversed. That is, they fall in love with a solution they’ve seen elsewhere—a river walk, say, or a streetcar line—without thinking much about the problem it’s meant to solve. If they did, they might realize that plunking a river walk or streetcar in their community may not improve things . . . and could make things worse.

The third skill set is strategy, and I think my description two years ago still works. It’s about seeing the “critical path” that the change process must follow—the necessary steps of citizen meetings, private consultations, fundraising, committee meetings, public hearings, and government approvals—and marshaling the people and resources to make the journey. If relationship building and learning starts the engine of change, then strategy gives it a map.

Facilitation is the fourth skill set. It’s not a great name, but I can’t think of a better one. I was right to say two years ago that it was the skills that “help bring groups together to agree on common goals and strategies” but wrong to describe it as “putting empathy to work.” It’s more focused and strategic than that. At various points in a change process, leaders have to work with groups of people who are more or less peers, and facilitation teaches you how to do that with good results. Think of the best committee chair you’ve ever seen—the one who kept the group moving forward and pulled the best from its members—and you have the idea.

The final skill set I now call persuasion, which seems a bit more hard-edged than motivation. And that’s on purpose. Change, I’ve come to learn, does not come easily to communities, especially change that requires us to make conscious choices (unlike changes that are mostly beyond our control, such as economic change due to globalization) and meaningful sacrifices. Machiavelli described the problem with change rather well in 1513:

There is nothing more difficult and dangerous, or more doubtful of success, than an attempt to introduce a new order of things in any state. For the innovator has for enemies all those who derived advantages from the old order of things while those who expect to be benefited by the new institutions will be but lukewarm defenders.

Let me paraphrase: People who might benefit from a change have trouble valuing what they don’t yet have, but those who are asked to give something up know to the penny what it will cost them. Given this “order of things,” it takes something forceful to push change forward. And that force is persuasion, done in a hundred ways.

These, then, are my new core leadership skills, in the order in which they come to bear on community change: Begin with relationship building, followed by learning. When you have ignition, you bring in strategy, and facilitation. If all goes well, they will bring you to the 20-yard line. And to get over the goal line you need that final skill, which is persuasion.

Photo by Julie Faith licensed under Creative Commons.

Decision Phase: Focused Persuasion

December 31, 2011 By Otis White

In a series of postings, we’re exploring how conscious change happens in communities. If you haven’t read the first posting in this series, please take a moment to do so.

We’re on the final leg of our community change process. This is the “decision phase”—although, to be completely accurate, perhaps we should have called it the “decisions phase.” That’s because power is widely dispersed in American cities among levels of government (federal, state, local), types of government (city councils, school boards, authorities, agencies and courts), and individuals. And if you’re involved in major change, you’ll probably need a number of governments and agencies (and maybe a group of nonprofits and other funders) to say yes to your project.

Before getting to the decision phase, though, let’s review a few things you should have mastered in the previous stage, the planning phase. To begin, you should know precisely who has to approve your project and in what order their approvals should come. As you mapped these decision points, I hope you met with some of the decision makers to hear their advice and concerns. By now, you should also have a well-developed narrative, explaining the needs that your project is responding to, how possible solutions were considered, and why the solution being advanced is the right one.

There’s more: You should have lined up champions to talk about the project to different groups of citizens and decision makers. By this point, you should have mastered the details of your project so well that you and your champions can easily explain to decision makers how your initiative will unfold over time, what it will cost in each stage, and where the money will come from. And I hope you’ve built public support along the way, especially among groups most affected by the changes. With your champions, you should have met these groups, listened to their concerns, and answered them well enough that, if they’re not supporting your project, at least they’re not opposing it.

So what’s left to be done after all this? In a word, persuasion. Persuasion that’s focused on the handful of people who must say yes in order for your project to go forward.

In thinking about persuasion, it’s helpful to think first about decision making itself. How do people make up their minds about important decisions? Well, no two people are alike, but it’s safe to assume that most use a combination of two approaches: some sort of logical, cost-benefit analysis, and an emotional calculation involving intuition.

The funny thing is that it’s often hard to untangle analysis (appeals to the mind) and emotions (appeals to the heart). People who are good at persuasion move easily back and forth between them . . . and people who are being persuaded do, too. They get excited about the possibilities of a change, and a minute later think of a hundred reasons it won’t work. So as you’re persuading people, be ready to move back and forth between analysis and emotion, keeping in mind that some people want more of one, some want more of the other, but all need some of both.

But where do you begin in persuading public officials to say yes to major change? You start in the place where we began the map of community change, with the need—the problem or opportunity that your change process was intended to answer.

The need is a powerful motivating force because, if you are skillful in making it felt, it makes people uncomfortable with the status quo, creating a cost for standing pat. Put another way, it creates a “push” for change. But that’s not all you’ll need to motivate citizens and leaders to act. You need a “pull,” as well, and that is a vivid description of how things will be better once the solution is in place. In other words, a vision. Let’s be clear: A vision is not the same as the solution. It’s how the community will look and work once the solution is in place and the need answered.

Example: In the early 1990s, as organizers were trying to rally Atlantans behind a bid for the 1996 Summer Olympics, they often talked about how the games would change the city for the better. Yes, it would be good for the economy and for Atlanta’s image, they said, but those were short-term benefits. Long term, they said, it would make Atlanta a more international city, leave behind a collection of athletic and community venues, and inspire a generation of local children. Did it do all these things? I’ll leave it for others to decide, but the point is that these weren’t descriptions of the solution (that is, the Olympic games). They were descriptions of how the solution would make the community better, and they pulled people toward supporting the Olympics bid.

The third tool in your persuasion toolkit (after the need and the vision) is the plan itself—how the project will unfold, who will be involved, when it will take place, how the money will be raised, and all the other details. You worked all these things out during the planning phase. In the decision phase, you present them to decision makers.

Two cautions about the details: Different leaders will be interested in different details. Elected officials will be drawn to the political details—who is involved, who was consulted, how different parts of the community will benefit, and so on. Bureaucrats will be drawn to the operational details—how much money is needed and when, who will run things, how it will affect existing organizations, etc. If you talked with these officials during the planning phase, you’ll have a good idea of the sorts of details they’re interested in—and these are the ones you should focus on in making presentations to them.

And here’s the second caution: Don’t bring up details they’re not interested in. If you do, the results are likely to be bad . . . or worse. Bad: They’ll lose sight of your winning argument amid the blizzard of detail. Worse: You’ll leave them so distracted or confused that they’ll just say no. Gene Bedell, a former CEO who writes about persuasion, has a simple rule: In trying to persuade, “talk to people in terms of their interests and needs, not in terms of your interests and needs.” And the only way to do that is to let them talk first, listen carefully to their concerns, and focus your persuasion there.

There are three other rules of persuasion to keep in mind.

First, seeing is believing. If it’s possible to see the change you’re proposing, take decision makers there. I’ve written about New York’s amazing High Line project. One of the lessons that its advocates learned early on was that it was hard to describe what the High Line could be in a meeting at city hall, but it was easy to show it while standing on the old freight line. “It was the only way for others to understand it,” Robert Hammond, one of the High Line’s leaders, wrote. ” . . . You brought them up, you showed it to them, and they would do anything for the High Line after that.”

If you can’t get decision makers to travel, then bring the project to them, with maps, models, or anything else that’s visual. And bring those who would benefit from it. There’s a reason politicians in Washington and in state capitals stand shoulder to shoulder on podiums during press conferences: It’s a visual reminder that their proposals have support. If you can bring a hundred people to a city hall meeting room, all wearing t-shirts or stickers in support of your project, you’ve sent a powerful message.

Second, anticipate inertia—and deal with it. Bedell says a lifetime of selling has convinced him that most people have a basic need for security and predictability, which explains why they resist change even when the status quo is not good. The need for security and predictability is “life’s glue,” he writes. “It causes us to stand pat, go slow, to embrace the tried and true.” Even some who are enthusiastic about change will, on second thought, hesitate. “They may talk pioneer,” he cautions, “but they act settler.”

The best way of dealing with inertia is to make it as easy as possible to say yes. Chip and Dan Heath, who’ve written several books about corporate change, call this “shaping the path.” A good analogy is Amazon’s “1-Click” button. To help customers who were new to online shopping, Amazon made ordering from its website as easy as, well, clicking one button.

In approaching decision makers, think of as many ways as possible to make it easier to say yes. How about arranging for matching funds, bringing in officials from other cities who’ve made the same decision, holding public rallies, and so on? Or you might consider an easy, low-cost first step that, if successful, would draw leaders toward larger changes.

Third, amplify your luck. In my first posting on the change process, I said that “every big idea that succeeds in a community requires some amount of luck.” And what is luck? It’s something outside your control that suddenly makes your efforts easier. You can’t command luck; it is, after all, outside your control. But you can amplify it by calling attention to events that confirm or add momentum to your project.

If your project is about childhood obesity, then, any national report about the health consequences of obesity should be worked into your narrative. If your cause is downtown development and tax assessments show property values are rising faster downtown than elsewhere, you can use that to argue for greater investments. If you’re trying to convince your community to invest in light rail, any spike in gasoline prices should be in your next op-ed article.

This gets to the second part of decision making, the intuitive side. Faced with hard decisions, many people look around for some kind of confirmation. Harvard psychologist Howard Gardner, who has written a book about how people change their minds, calls this “resonance.” Sometimes the resonance is personal. You go along with a change because you feel a connection with the person presenting it. (This is why champions are so important.) But it can be environmental as well. If leaders look around and see events pointing in your direction, it can convince them that your project is inevitable. Don’t miss the opportunity to connect these dots.

Final notes: The end game is about having your changes adopted and implemented. And in all likelihood, that will happen only if you can persuade three constituencies: the public, elected officials, and appointed officials. As I said above, politicians and bureaucrats have different concerns and will be interested in different details in your plan. But so will the citizens, who will be very interested in hearing about the benefits and sacrifices.

Make no mistake, though. You can’t win by fudging the truth, by promising one group that no taxpayer money will be needed while telling another that you’ll need an appropriation. Someone will spot the lie, and you’ll read about it on Twitter and Facebook by day’s end. But while remaining consistent on the need, the vision, and the general plan, you can be sensitive to what people want to know and direct your communications appropriately.

This is a lot of work. Is it worth it? That depends on the change you have in mind . . . and on you. But as the great social psychologist Kurt Lewin once said, you can’t really understand something until you try to change it. By changing your community, you’ll understand the place you live as never before.

Flickr photo by Matt Picio licensed under Creative Commons

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About Otis White

Otis White is president of Civic Strategies, Inc., a collaborative and strategic planning firm for local governments and civic organizations. He has written about cities and their leaders for more than 30 years. For more information about Otis and his work, please visit www.civic-strategies.com.

The Great Project

Otis White's multimedia book, "The Great Project," is available on Apple iTunes for reading on an iPad. The book is about how a single civic project changed a city and offers important lessons for civic leaders considering their own "great projects" . . . and for students in college planning and political science programs.

For more information about the book, please visit the iTunes Great Project page.

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You can find Otis White’s urban issues updates by searching on the Mastodon social media site for @otiswhite@urbanists.social.