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  • Sharron Batsch

For High-Performance Fund Development Staff A Charity Needs a High-Performance Environment


You’ve just hired a new fund development manager. On paper, it looks like a good decision. Once they are in place its important to assess their performance. This can be difficult when the elements of their job are not clearly defined. Determining if a new staff member fits into a high-performance mold can only occur when those at top levels in management have designed the specifications required to build and maintain a high-performance working environment.

It is all too common to find employees with job descriptions defined at a very macro level, leaving the actual day-to-day work to be re-defined and changed with every new staff member. This scenario allows for lost information, poor or no data management, undocumented procedures (or no procedures at all!), and an overall disaster. Without the right level of leadership, staff may be left entirely out on a limb, without the resources they need to efficiently manage their time and succeed in their job. How then, can you truly assess their performance when their time might be eaten up with busy work and productive actions take a back seat?

Information management tends to be a major issue that is overlooked and under-addressed in many charitable organizations. Dollars in, relationships with donors and advocates, research, and more are directly impacted when there are no specific guidelines on how to record and retain information to ensure compliance and support accountability; attributes of a high-performance environment.

Take a look at your organization and consider your information-gathering functions. We are focusing on information and fund development because charitable dollars are a charity’s lifeline and processes concerning its management are often overlooked.

In our experience, the lack of detailed job descriptions to define the expectations of a particular staff role, are often far too open-ended. These expectations are the basis on which consistency, compliance, and accountability can be determined and where there is a lack of framework, staff are forced to make decisions they may not be qualified to make; at which point, assessing their performance becomes more difficult because omissions that arise may be tied to organizational problems and not the employee's capabilities.

It takes time and effort to assess and document the tasks that are important to the success of both your staff and your organization. In a system with no specific requirements and methods, individual staff will each come up with their own processes, which may add to the confusion, inefficiency, poor outcomes, and less-than-satisfactory results.

Put one, two or three people through the same job over the course of several years and you wind up with a chaotic environment where information is both everywhere and nowhere.


One fact remains consistent; you cannot assess a staff member's overall performance if some of their most basic tasks have not been defined. We place the onus on senior management to design systems that address all departments, allowing the charity to create a high-performance work environment to support high-performance hires!

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