Wednesday, April 15, 2009

An Award for Wilder Research - Some Lessons Learned

Wilder Research has received the 2009 Public Sociology Award, given by the University of Minnesota’s Department of Sociology in recognition of our efforts “to do research that directly informs public debates and engages wider publics.” We value and appreciate this honor, and we will continue to work to provide high quality social research that promotes effective community action, efficient services, better policies, and better engagement of all of us in improving our communities’ quality of life.

To be successful, we’ve learned that at least four ingredients are essential, and I would like to share them with you:.

1. Solid research. The quality of information depends on the methods used to obtain it. We do not have a “one size fits all” mentality. Rather, we identify the best method(s) for obtaining information, depending on the questions which we or others need to answer. We include social scientists from all disciplines on our staff, because we don’t feel that any one discipline has a corner on the market for searching for the right answers. We build on theories and previous research from all disciplines. When we use a method we make sure that competent staff gather, analyze, and interpret information in accordance with the highest scientific standards. Much of this occurs transparently, providing an unseen foundation. Nonetheless, this foundation enables us to construct studies which will withstand criticism and provide the opportunity to obtain sound, up-to-date knowledge.

2. Credible research. We do not strive to produce what people want to hear; we strive to produce what people need to hear. We do not seek to please; we seek to provoke thought and creativity and to enhance insight. We feel that our audiences deserve research results which any reasonable person would accept as legitimate, unbiased, reasonable, and relevant (even if that person disagrees with those results). Some research “think tanks” become associated with a “point of view”; they can please adherents of that point of view, but they struggle to gain acceptance of their findings and interpretations, no matter how valid they may be, among other audiences. We take steps to appeal to people with all sorts of predispositions. We do this, for example, by forming study advisory committees with diverse representatives who do not necessarily agree with each other and who challenge us to find a way to gather information that all sides of an issue will accept as credible. We take great pride in the many occasions where liberals and conservatives, Republicans, Democrats, and Independents have all cited Wilder Research data to support their conclusions and recommendations.

3. Practical research. Our work must answer questions that will guide long-term strategic decisions and short-term operational decisions regarding policies, funding, programming, and other activities. We involve decision-makers, in general and specific ways, to advise on the design of our work, and in critiquing our work after completion, for continued improvement. The greater the use of our findings, the more we feel we have achieved our goals for Wilder Research.

4. Mission-driven research. Above all, we carry out our efforts in humble dedication to the improvement of the well-being of all members of the community. This dedication motivates individuals to join the Wilder Research staff, and it sustains them to carry out the highest quality applied research.

As always, I welcome your comments – and even your challenges – to keep us on track, continuing to accomplish the best possible work.

Wednesday, March 18, 2009

Overcoming Current Economic Challenges

What are key ingredients for succeeding in these tough economic times? What will increase the chances that foundations will award your organization a grant? Some corporate and foundation leaders made loud and clear suggestions at a seminar* this past Friday. Three major themes cut across their remarks:

1. Focus on what is “mission critical.” Identify the activities absolutely essential to your mission. Get rid of the rest. Focus on core values. If others can do something as well as you, maybe you should let them. Don’t be drawn off mission by “seductive RFPs.”

2. Form strategic alliances. Collaborate with others in whatever way makes sense. Be willing to give up your independence. Speakers questioned why multiple agencies should provide the same services, why they should all spend money on fundraising intended to support delivery of the same service to the same population, why they should have independent “back room” operations duplicating one another’s efforts.

3. Board members, step up and take charge. Boards must take ownership of the tough, high-level decisions. Staff can then move ahead, based upon those decisions, to operate the organization as effectively as possible. Most organizations have “800 pound gorillas” and “sacred cows”. Board action should eliminate these and support executive directors to move ahead. As Ellen Luger of General Mills said, “Be open to new ideas; don’t just think the old way.”

Organizations who incorporate these themes into their planning and action will: (a) increase their impacts; (b) improve the economics of service delivery; and (c) appear more attractive to corporate and private funders (all of whom are experiencing decreases in their endowment income and other sources of revenues).

The worldwide economic downturn will continue for a while. The current recession will include the deepest slide in economic indicators since World War II. State Economist Tom Stinson stated that economic recovery similar to the rebound from the recession of the early 1980s will not occur for two reasons: first, no “pent-up demand” exists to get money flowing to end the recession; second, demographics are not in our favor – older people tend to save, while younger people spend. In the 1980s, the ‘baby boomers” were young; now, they are older and more concerned about saving for retirement.

Significant recovery for nonprofit organizations will lag the overall improvement in the economic environment. Recovery for nonprofits will likely take at least two years, if not more. Full recovery will perhaps take 10 years.

Jon Campbell, CEO of Wells Fargo Minnesota mentioned something he learned from his father: “When things seem as bad as they will get, they are likely to get a little bit worse.”

Let’s heed Campbell’s words, not to foster pessimism, but to keep us vigilant. We can, and will, overcome the pressing challenges we face – if we keep ourselves informed, communicate and support one another, and open our organizations to opportunities to carry out our work in creative and effective ways. Wilder Research looks forward to addressing the challenges of our times, alongside our for-profit, nonprofit, and government colleagues with similar interests in improving our communities.

*Seminar: “UNITED FRONT: Engaging Nonprofit Board and Executive Leadership Facing Unprecedented Challenges”. Friday, March 13, 2009. Minneapolis. Sponsored by Greater Twin Cities United Way, General Mills, and Minnesota Council of Nonprofits. Thanks to those three organizations for offering a forum which provided objective data on current economic conditions, along with wise counsel on strategic approaches for dealing with these conditions! (Opening panel included: Jon Campbell, CEO of Wells Fargo Minnesota; Mayor Chris Coleman, Saint Paul; Suzanne Koepplinger, Minnesota Women’s Indian Resource Center; Ellen Goldberg Luger, General Mills Foundation; Mike Opat, Hennepin County Commissioner; Jon Pratt, Minnesota Council of Nonprofits; Tom Stinson, Minnesota State Economist; Christina Wessel, Minnesota Council of Nonprofits.)

Sunday, March 08, 2009

The Genius and Hard Work that Our Communities Need

Wynton Marsalis and the Jazz at Lincoln Center Orchestra performed the music of Thelonious Monk on Friday; the concert reminded me how fortunate we can be, usually just a few times in our lives, to witness artistic genius first hand. I felt the same way while sitting in the open-air Delacorte Theater in Central Park, experiencing a live performance of King Lear, with James Earl Jones in the title role; the same as well seeing Zero Mostel as Tevye in the Broadway production of Fiddler on the Roof.

Master performers have an ability to take current models and conventions and work them into new forms. They challenge themselves and others – and they motivate others to challenge them. (Marsalis and his colleagues try to “arrange music too hard for one another to perform”.) Top performers have an ability to work with others. They seek ideas from others. They search constantly, both by themselves and in collaboration with others, for new ways of doing things.

We can learn a lot from observing brilliant people. I’m always struck by the combination of intellectual assertiveness and intellectual humility – groundbreaking efforts to achieve new ways to understand and to act, yet with great awe and all-encompassing appreciation for how little any of us, even geniuses, can really know and do.

As we face the issues our communities and our nations currently face, I hope we can develop our collective genius in a way that incorporates the traits of great performers like Marsalis. For example, we desperately need to change our system of health care. Will we just produce more of the same, bogged down by old ways of thinking and stymied by the baggage of the past? Or can we rearrange some old parts and create some new ones, to redesign an accessible, effective, equitable system? Can we arrange something “too hard to perform” and then accomplish the work and preparation that enables us to perform?

If and when “stimulus money” flows into our communities, will we seek to plug holes and maintain the past? Or will we creatively identify opportunities that will leverage the effect of the money, building on the energy and genius of our residents?

Top performers make difficult, complex efforts look simple. We can’t deceive ourselves. As Marsalis pointed out, sometimes practicing “18 or 19 hours in a day” is necessary. Similarly, to get our communities and economies back on track, we will need to work diligently. Quick, simple, and “politically correct” approaches will fall far short of what we need. We must challenge one another, give up turf, compromise and orchestrate some new music.

Tuesday, February 17, 2009

Research, Economic Stimulus, and Community Progress

Research has never had more importance. Determining the best way to stimulate the economy; correcting our housing problems; providing the most effective health care and human services – all of these demand good research.

Paraphrasing Thomas Paine, we may now find ourselves in “times that try people’s souls.” In these uncertain times, research not only provides information; it also significantly contributes to democracy and strengthens democratic institutions. How so?

First of all, the obvious. Sound research provides facts which can support better decision-making. Sound research also provides understanding of cause and effect, enabling us to broaden our scope and take action not only when we have a problem but also to prevent the occurrence of problems.

Less obviously, but much to the delight of Mr. Paine if he lived now, the research process, when implemented well, has features which promote truly democratic flowing of ideas, sharing of opinions, and participation in decision-making. For example:

- Transparency: In a good study, all facts and data sit out on the table, for everyone to see, to critique, and to challenge.
- Involvement of multiple parties: A good study will involve all relevant stakeholders, taking special care to involve people with different points of view. (For example, in politics, those from different political parties; or in health care, the providers, the insurers, the drug manufacturers, etc., including those with different philosophies of care.)
- Clear vision: Good research demands clear thinking and valid measurement; these promote the establishment of a vision which everyone can at least understand, whether they avow or disavow it.
- Empowerment: The facts, the data, the findings, the conclusions – they sit on the table not only during a study, but beyond. Anyone can take them, re-examine them, and draw new conclusions.

In short, good research leads to the democratization of understanding the world and creates the opportunity for truly democratic decision-making. In our globalized society, where anyone and everyone can become a disseminator of information over the Internet, sound, credible research is critical for making wise decisions on the most effective and most cost-effectiveways to improve ourselves and our communities; to treat our problems and prevent problems from occurring.

The front page of The New York Times on February 16 featured a story on the $1.1 billion in the economic stimulus bill which will focus on comparing the effectiveness of different treatments for illnesses. More on that in a later blog, but it reflects the growing understanding that, with all the options available, we need research, if we want to have a larger impact within the resources available to us.

We at Wilder Research look forward to working on these issues and making progress with you and others in our communities. Any thoughts? Get in touch!

Tuesday, February 03, 2009

Daschle, Geithner & the Need for a “Moral Stimulus Package"

Can it really be the case that we can’t find a “best qualified” person for a major leadership position like Secretary of the Treasury and Secretary of Health and Human Services, who does not also have characteristics such as honesty, integrity, and humility on his or her résumé? We were asked during the past few weeks to overlook the nonpayment of taxes by two Cabinet nominees, because they have special “skill sets”. When I hear that, I feel the need to promote, in a nonpartisan way, a higher standard of public leadership.

Throughout my career, I have met thousands of leaders in government, nonprofit organizations, and business who pay their taxes and honestly fulfill other community obligations. Tom Daschle (who withdrew his nomination this morning) and Tom Geithner might be fine fellows and in some ways deserving of appointments as Cabinet Secretaries. However, it’s difficult for me to believe that nobody among 300 million Americans comes a close second to them – with most of their competencies, plus the “competence” of honesty.

Our President proposes an infusion of cash into the economy to combat the economic recession we experience. But the roots of the recession, which now causes such pain in our local communities, do not lie in a shortage of cash. More cash will not prevent the recurrence of the problems we now have. Ethical leadership, on the other hand, does offer the prospect both to get us out of this mess and prevent it from occurring again.

Our President has the opportunity to stimulate and reinvigorate the moral fiber among decision-makers and leaders in government, nonprofits, and business. If he seizes that opportunity, the resulting effects in our local communities, and among all people from the most powerful to the most vulnerable, will at least equal the impact of an $800 billion dollar “economic stimulus” package.

Treating honesty and integrity as core qualifications for high-level leaders, rather than just a nice addition, might seem unusual. However, what if “well-qualified” Wall Street CEOs had honestly communicated with their shareholders, the government, and the general public? What if “well-qualified” bankers had conducted honest appraisals of risk? What if “well-qualified” individuals had been honest with themselves and others?

If a lot of honesty had flowed through our power networks, the crisis in our economic networks – which battered the retirement savings plans and college savings accounts and home ownership of millions of honest and hardworking people – might not have occurred.

We need economic stimulus in some way, shape, and form. But without moral/ethical stimulus of our leaders, we will fail to achieve the long-term quality of life that our communities deserve.